Legacy Capitals’ Post

Join a network of industry professionals dedicated to fostering stronger client-relationships and implementing effective multigenerational planning with the Legacy Capitals Whole Family Advisor® Associate certification. Once you complete all four of our comprehensive Whole Family Advisor training courses, which teach you the skills and tools you need to serve the qualitative needs of your client-families, you become eligible to earn our Whole Family Advisor® Associate certification - signaling to the industry, and your clients, that you are ready and equipped to go beyond the numbers, and dive into what matters most to your clients. Certification Benefits Include: 🔹 WFAA Designation: Enhance your professional brand by using the Whole Family Advisor® Associate designation in your marketing materials and social media accounts. 🔹 Customized Tools: Personalize your client interactions by adding your logo to white-labeled versions of the PDF-based tools provided through our Family Engagement Tools course. 🔹 Expert Support: Gain access to our Legacy Capitals team of coaches, offering expert guidance on Whole Family Advisor content and best practices for client application. #WholeFamilyAdvisor #ProfessionalCertification #ClientEngagement

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